PWAP
Private Wealth Advisors (Pennsylvania) Portfolio holdings
AUM
$175M
This Quarter Return
+4.4%
1 Year Return
+29.11%
3 Year Return
+58.58%
5 Year Return
+114.82%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+3.4%)
Cap. Flow
-$334K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
118
New
1
Increased
54
Reduced
38
Closed
8
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.04M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$394K |
| 3 |
Coca-Cola
KO
|
$320K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$191K |
| 5 |
GE Aerospace
GE
|
$149K |
Top Sells
| 1 |
ProShares Ultra Energy
DIG
|
$397K |
| 2 |
Johnson & Johnson
JNJ
|
$370K |
| 3 |
FNB Corp
FNB
|
$288K |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$243K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$235K |
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Communication Services | 10.06% |
| 3 | Energy | 8.23% |
| 4 | Consumer Staples | 8.07% |
| 5 | Healthcare | 7.46% |
